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State Street Financial Select Sector SPDR ETF

1,123 hedge funds and large institutions have $15.2B invested in State Street Financial Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 353 increasing their positions, 379 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 77

14% more funds holding

Funds holding: 9871,123 (+136)

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

6% more capital invested

Capital invested by funds: $14.3B → $15.2B (+$839M)

7% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 379

3.32% less ownership

Funds ownership: 64.55%61.23% (-3.3%)

64% less call options, than puts

Call options by funds: $2.01B | Put options by funds: $5.66B

Holders
1,123
Holders Change
+136
Holders Change %
+13.78%
% of All Funds
22.13%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.32%
New
229
Increased
353
Reduced
379
Closed
77
Calls
$2.01B
Puts
$5.66B
Net Calls
-$3.64B
Net Calls Change
-$299M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.29B -$36.8M -1,255,136 -2%
Wells Fargo
2
Wells Fargo
California
$1.1B -$767M -26,133,561 -42%
Morgan Stanley
3
Morgan Stanley
New York
$908M +$26.4M +899,014 +3%
AS
4
Altshuler Shaham
Israel
$751M +$21.3M +726,363 +3%
PP
5
Prudential plc
United Kingdom
$636M +$607M +20,676,316 New
UBS Group
6
UBS Group
Switzerland
$627M +$89.4M +3,047,158 +18%
Goldman Sachs
7
Goldman Sachs
New York
$507M -$4.73M -161,057 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$468M -$13.3M -453,274 -3%
BlackRock
9
BlackRock
New York
$364M +$92.7M +3,158,071 +36%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$294M +$280M +9,550,000 New
JP Morgan Chase
11
JP Morgan Chase
New York
$281M -$541M -18,446,559 -67%
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$281M -$29.4K -1,000 -0%
N
13
Natixis
France
$265M +$3.64M +124,056 +1%
LPL Financial
14
LPL Financial
California
$233M +$14.9M +506,458 +7%
PVH
15
Psagot Value Holdings
Israel
$189M +$93.4M +3,183,948 +107%
FAF
16
Första AP-fonden
Sweden
$182M -$14.2M -484,800 -8%
SGI
17
Swan Global Investments
Colorado
$174M -$34.8M -1,187,087 -17%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$164M -$54.1M -1,843,672 -26%
Ameriprise
19
Ameriprise
Minnesota
$142M -$21.2M -723,995 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$136M +$28.5M +972,271 +28%
State Street
21
State Street
Massachusetts
$133M +$124M +4,216,419 +4,245%
Citigroup
22
Citigroup
New York
$116M -$76.2M -2,596,430 -41%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$108M +$19.1M +651,858 +23%
PAG
24
Pinnacle Advisory Group
Maryland
$105M +$9.99M +340,469 +11%
MIH
25
Meitav Investment House
Israel
$101M -$9.72M -331,025 -9%

XLF Hedge Fund Activity: Q4 2019 in Review

1,123 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Financial Select Sector SPDR ETF (XLF) for Q4 2019, worth a combined $15.2B — up 5.8% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new XLF positions and 77 closed out — a net gain of 152 holders — while 353 added to existing stakes and 379 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $607M. The largest seller was Wells Fargo, cutting an estimated $767M.

  • 1,123 institutional investors held State Street Financial Select Sector SPDR ETF (XLF) as of Q4 2019, up from 987 in Q3 2019.
  • Funds reported $15.2B of State Street Financial Select Sector SPDR ETF stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 229 funds opened new State Street Financial Select Sector SPDR ETF positions in Q4 2019 and 77 closed out, a net change of +152 holders.
  • The largest State Street Financial Select Sector SPDR ETF buyer in Q4 2019 was Prudential plc, an estimated $607M added.
  • The largest State Street Financial Select Sector SPDR ETF seller in Q4 2019 was Wells Fargo, an estimated $767M sold.

Based on aggregated 13F filings for Q4 2019.